Venturi Wealth Management’s Coupang CPNG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $351K | Hold |
11,706
| – | – | 0.02% | 388 |
|
|
2025
Q1 | $257K | Sell |
11,706
-488
| -4% | -$10.7K | 0.01% | 479 |
|
|
2024
Q4 | $268K | Sell |
12,194
-405
| -3% | -$8.9K | 0.01% | 479 |
|
|
2024
Q3 | $309K | Buy |
12,599
+5,481
| +77% | +$135K | 0.02% | 383 |
|
|
2024
Q2 | $149K | Buy |
7,118
+7,018
| +7,018% | +$147K | 0.01% | 448 |
|
|
2024
Q1 | $1.78K | Sell |
100
-400
| -80% | -$7.12K | ﹤0.01% | 1268 |
|
|
2023
Q4 | $8.1K | Buy |
500
+400
| +400% | +$6.48K | ﹤0.01% | 922 |
|
|
2023
Q3 | $1.7K | Hold |
100
| – | – | ﹤0.01% | 1205 |
|
|
2023
Q2 | $1.74K | Buy |
+100
| New | +$1.74K | ﹤0.01% | 943 |
|